WFG Advisors’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

WFG Advisors’s Portfolio FTXO Stock Details FTXO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$101K	Buy	+3,818	New	+$98K	0.02%	524

Other funds holding FTXO

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ODG

O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return

WFG Advisors's FTXO Position: Q2 2017 in Review

WFG Advisors opened a new position in First Trust Nasdaq Bank ETF (FTXO) in Q2 2017: 3,818 shares worth $101K. The stake represents 0.02% of the portfolio and ranks #524 among its holdings.

61 funds tracked by Wall St. Rank hold FTXO as of Q2 2017.

WFG Advisors held 3,818 shares of First Trust Nasdaq Bank ETF worth $101K as of Q2 2017.
First Trust Nasdaq Bank ETF was a new WFG Advisors position in Q2 2017.
First Trust Nasdaq Bank ETF made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #524 holding.
61 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.